All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-05-31? to Thu 2026-04-02 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−3.53%
2026-04-02 |
6.408 TR
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × |
+0.29%
2026-04-02 |
1.242 TR
2026-04-02 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| Wed 2017-05-31? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+216.45%
+13.92%/yr |
+14.03%/yr
(R2=0.942) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × |
+24.17%
+2.48%/yr |
+1.90%/yr
(R2=0.463) |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| Wed 2017-05-31? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2017-05-31 |
$31,645.45
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × |
$10,000.00
2017-05-31 |
$12,417.49
2026-04-02 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| Year | FXAIX | FTKFX |
|---|---|---|
| 2026 (YTD) | −3.53% | +0.29% |
| 2025 | +18.20% | +7.53% |
| 2024 | +25.01% | +2.73% |
| 2023 | +26.29% | +7.03% |
| 2022 | −18.14% | −12.84% |
| 2021 | +28.71% | −0.09% |
| 2020 | +18.42% | +9.54% |
| 2019 | +31.48% | +10.03% |
| 2018 | −4.43% | −0.75% |
| 2017 | +21.82% | +0.52% |
| 2016 | +11.97% | — |
| 2015 | +1.38% | — |
| 2014 | +13.67% | — |
| 2013 | +32.39% | — |
| 2012 | +16.00% | — |
| 2011 | −5.95% | — |
| Wed 2017-05-31? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −5.44% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × | −1.62% |
−17.17%
2022-10-21 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||